人民财讯9月2日电，券商股异动拉升，截至发稿，太平洋涨停，长城证券、国盛金控等跟涨，东方财 富、中信证券、中信建投等跌幅收窄。 转自：证券时报 ...

证券板块快速拉升，太平洋涨停，长城证券、国盛金控、信达证券、国海证券、光大证券跟涨。 ...

Group 1 - A-share brokerage stocks experienced a rally, with Pacific Securities hitting the daily limit, and Great Wall Securities rising over 5% [1] - Other notable performers include Guohai Securities and Guosheng Financial Holdings, both increasing by over 3%, while Xinda Securities rose nearly 3% [1] Group 2 - Specific stock performance data shows Pacific Securities with a 10.09% increase, a total market capitalization of 33.5 billion, and a year-to-date increase of 15.26% [2] - Great Wall Securities rose by 5.63%, with a market cap of 51.4 billion and a year-to-date increase of 57.07% [2] - Guosheng Financial Holdings increased by 3.50%, with a market cap of 38.9 billion and a year-to-date increase of 53.55% [2] - Guohai Securities saw a 3.08% rise, with a market cap of 29.9 billion and a year-to-date increase of 10.22% [2] - Xinda Securities increased by 2.72%, with a market cap of 64.8 billion and a year-to-date increase of 33.67% [2] - Other securities such as Everbright Securities, Zhongyuan Securities, and Founder Securities showed modest increases, with year-to-date performances ranging from -0.84% to 11.33% [2]

Core Viewpoint - Pacific Bar (08432.HK) has entered into a lease agreement with Super Time International Limited, a wholly-owned subsidiary, for a property, with a fixed lease term from September 1, 2025, to August 31, 2028, totaling three years, with an option to extend for an additional two years [1] Group 1 - The lease agreement is established between the tenant, Super Time International Limited, and the owner, Roger Chua Tiu [1] - The fixed lease term is set for three years, starting from September 1, 2025, to August 31, 2028 [1] - The tenant has the option to renew the lease for an additional two years after the initial term [1]

极刚需群体（总价 300 万以下） 占比突然跃升 3.97%，首次购房者和年轻家庭正抓住价格窗口 "上 车"，这类房源在中外环及五大新城板块流通加快； 刚改（500-700 万）和改善（900-1100 万）需求同步走强，占比分别涨了 0.75% 和 0.65%，换房链条开 始顺畅转动 —— 卖掉老破小，置换品质次新或近郊新房的家庭明显增多； 最近上海楼市淡季数据有点 "扎眼"—— 二手房成交量环比跌了 7%，不过仔细看结构，你会发现：刚需 与改善群体正用钱包投票，悄悄改变市场逻辑！ 首先，成交量虽降但韧性犹存：7 月成交约 1.93 万套，虽然环比 6 月降了 7%、同比去年也微跌 5%， 不过日均成交仍在 600 套以上。天气确实是个 "拦路虎"，高温 + 台风让看房积极性受挫，全月仅 4 天 日成交破 900 套，但注意到没？月中下旬周末成交明显回暖，周均量也在上行，说明市场在慢慢 "解 冻"。 真正值得划重点的是成交结构的变化： 但高端市场（1500 万以上）却在收缩，内环内大户型受新房挤压议价空间收窄，房东们要警惕挂牌策 略调整啦。 再看政策面，虽然暂时没出新招，但 "稳市场" 基调明确。中央和地方 ...

香港联交所最新资料显示，8月28日，M&G Plc增持太平洋航运(02343)258.4万股，每股作价2.1737港 元，总金额约为561.68万港元。增持后最新持股数目约为6.29亿股，最新持股比例为12.03%。 ...

Core Viewpoint - The report highlights that despite a decline in revenue for the first half of 2025, the company achieved a year-on-year increase in net profit due to reduced tax expenses and increased fair value gains from investments [1][2]. Financial Performance - In H1 2025, the company reported revenue of 4.593 billion, a year-on-year decrease of 11.90%. However, net profit attributable to shareholders was 678 million, reflecting a year-on-year increase of 17.19%. The net profit after deducting non-recurring items was 559 million, down 8.33% year-on-year [1]. - For Q2 2025, revenue was 1.844 billion, a decline of 19.28% year-on-year, while net profit was 292 million, an increase of 2.38% year-on-year. The net profit after deducting non-recurring items was 225 million, down 23.57% year-on-year [1]. Tax Impact and Fair Value Gains - The increase in net profit was primarily due to a significant reduction in income tax expenses, which fell to 9.95 million from 178 million in the same period last year. This was a result of a policy extension allowing certain cultural enterprises to be exempt from corporate income tax until December 31, 2027 [2]. - Additionally, fair value gains increased to 83 million from a loss of 32 million in the previous year, driven by higher returns from investment products and changes in the value of non-current financial assets [2]. Development in Smart Education - The company is actively integrating AI technology into educational scenarios, developing various digital education products. Notable initiatives include the Wanmei Education Platform, which processed online payments of 519 million and sales of 91.74 million in H1 2025, with a total user base of 7.4 million [3]. - Other projects include the Wanxin Research Study mini-program, which launched 63 routes, and the Wanxin Digital Picture Book Library, which offers tailored digital learning experiences for children using AI and big data [3]. Profit Forecast and Valuation - The company is expected to maintain stable operations, with the impact of tax expenses on performance eliminated. Future revenue projections for 2025-2027 are 9.61 billion, 9.98 billion, and 10.38 billion, respectively, with corresponding growth rates of -10.6%, 3.80%, and 4.05%. Net profit forecasts for the same period are 798 million, 835 million, and 892 million, with growth rates of 13.3%, 4.52%, and 6.90% [4].

Core Viewpoint - The report highlights the strong performance of Kaiying Network in H1 2025, driven by the growth of its game box and overseas business, and suggests a buy rating due to the company's increasing investment value through share repurchase and management confidence in future growth [1][5]. Financial Performance - In H1 2025, the company achieved revenue of 2.578 billion yuan, a year-on-year increase of 0.89%, and a net profit attributable to shareholders of 950 million yuan, up 17.41% [2]. - In Q2 2025, revenue was 1.225 billion yuan, a decline of 1.80% year-on-year, while net profit increased by 12.79% to 432 million yuan [2]. Business Growth Drivers - The growth in revenue and net profit is attributed to: 1. Steady operation of classic games like "Original Legend" and "Angel Battle" [2]. 2. Significant growth in game box services, with a 65.33% increase in revenue from information services [2]. 3. Strong overseas performance, with international revenue reaching 202 million yuan, a 59.57% increase, driven by successful game launches [2]. Future Outlook - The company expects the performance of game boxes to gradually improve starting Q3 2025, following exclusive IP authorizations and partnerships with other gaming companies [3]. - The company has a robust pipeline of games across various genres, with 14 games approved for release from January to August 2025 [4]. AI and Technology Initiatives - The company is diversifying into AI, launching an AI development platform for the gaming industry and investing in VR hardware and AI applications [4]. Share Repurchase and Management Confidence - The company plans to repurchase shares with a total fund of 100 million to 200 million yuan, aiming to enhance investment value [5]. - Management has committed to not selling shares from 2024 to 2028 and has already begun increasing their holdings [5]. Earnings Forecast - Revenue projections for 2025-2027 are 6.14 billion, 6.77 billion, and 7.47 billion yuan, with corresponding growth rates of 19.9%, 10.3%, and 10.4% [6]. - Net profit forecasts for the same period are 2.19 billion, 2.52 billion, and 2.82 billion yuan, with growth rates of 34.5%, 14.9%, and 11.9% [6].

智通财经APP获悉，香港联交所最新资料显示，8月28日，M&G Plc增持太平洋航运(02343)258.4万股， 每股作价2.1737港元，总金额约为561.68万港元。增持后最新持股数目约为6.29亿股，最新持股比例为 12.03%。 ...

郭嘉昆说，中国全国政协副主席、香港共享基金会主席梁振英不久前访问瓦努阿图、斐济，在瓦启动登 革热疫情防控项目，向两国基层社区捐赠防灭蚊蝇物资和快检试剂等。此外，中国在7个太平洋岛国派 驻了长期医疗队，为岛国公共卫生水平提升和医疗事业发展做出积极贡献。本轮疫情中，中国医疗队始 终坚守抗疫一线，同当地医务人员并肩作战，救治患者，并宣讲登革热防控知识。 "中方的无私帮助赢得岛国政府和民众的衷心感谢和广泛好评。中方将根据疫情形势发展，继续向有需 要的岛国提供力所能及的支持和帮助。"他说。 新华社北京9月1日电（记者朱超）近期，多个太平洋岛国爆发10年来最大规模和最严重登革热疫情。外 交部发言人郭嘉昆1日在例行记者会上答问时说，中方采取多项举措积极帮助岛国抗击疫情。将根据疫 情形势发展，继续向有需要的岛国提供力所能及的支持和帮助。 "卫生领域合作是中国同太平洋岛国合作的重要内容之一。"郭嘉昆介绍，中方高度关注太平洋岛国此轮 登革热疫情，采取多项举措积极帮助岛国抗击疫情，第一时间向汤加、萨摩亚等疫情最严重的岛国提供 抗疫物资和资金，向汤加提供检测试剂、灭蚊用品等，向萨摩亚提供防护服、口罩、手套等。 ...